Information about User Interface and Navigation
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process-Â Navigate
In this article, you will learn: Notes Editor in Contacts Notes Editor in Pipelines Enhanced Mention in Text Editor The editor for notes gives you
Now along with the premium amount, the revenue amount will be visible on the deal card. Â /*! elementor – v3.14.0 – 26-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image
In this article, you will learn: How to add Deal from Pipelines? Select Label while adding a deal card More option in add deal Retention
One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the
Now all the agents who have access to the particular pipeline will have access to the labels of the specific pipeline. They can add/edit/delete labels
Congratulating the team after an agent wins a business (Card marked as won) × Dismiss alert Important: The deals won are based on Subscription, which
Description – Introduced setting to auto-update task status for cards marked as Won or Lost Use Case – Effective automation to close pending tasks of
You can merge multiple deal cards into one from the same Pipeline. You need to select any one deal card as the master card, where
Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain
Description – The feature will let you choose a master lead by merging multiple lead sources with each other. Use Case – Ideal to eliminate
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